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Joshua James Hussong

Investment adviser representative at Financial Life Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Financial Life AdvisorsMar 2024 to now
  2. Charles Schwab & Co., Inc.Jul 2013 to Feb 2024
  3. Charles Schwab BankJul 2013 to Feb 2024

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2010
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (TX).

Financial Life Advisors

Legal name: Financial Life Advisors LLC

$366.3MAssets managed
209Clients
7Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5797604
Firm CRD
128502
Advisor's SEC record (opens in a new tab)
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